Information We Collect

To deliver confidential, effective service, we collect only what’s needed to provide practical financial guidance.

• Personal contact details such as your name, email, and phone number, collected during consultations or when booking a session.
• Financial information you choose to provide for analytical review and AI-driven recommendations.
• Usage data, including how you interact with our website, to help us improve our content and services.
• Session notes and preferences, used to personalize your experience and follow up on your progress.

How We Use Your Information

We collect information to tailor our services, support your financial goals after separation, and improve your experience.

• To deliver tailored financial guidance and real-time AI-driven insights based on your unique circumstances.
• To contact you about your sessions, updates, or important changes to our services or policies.
• To analyze usage data and improve website performance, ensuring our platform remains relevant and helpful.
• To protect the security and integrity of our website, services, and client communications.

Legal Basis for Data Use

We collect and process your personal data in line with Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).

Your consent is requested before collecting any personal information, and you can withdraw it at any time. We only use your data for the purposes you agree to or as required by law.

Information Sharing

Your information is never sold. We only share data with third parties when needed to deliver our services or when required by law.

• Third-party service providers, such as secure payment processors or IT support, who follow strict confidentiality and security protocols.
• Legal authorities or regulators if required to comply with Canadian law or court orders.
• In the case of a business transfer, only as permitted by law and with advance notice to affected users.

Data Security Measures

We use industry-standard security practices, including encrypted communications and secure storage, to protect your information. Our staff is trained on privacy best practices, and only authorized team members have access to your personal data. Regular reviews help ensure ongoing protection.

Your Data Rights

You have rights under Canadian law regarding your personal data. We are committed to making it easy for you to exercise these rights.

• You have the right to access the personal information we hold about you and request corrections if needed.
• You can ask for your personal data to be deleted or limit how it’s used, within legal boundaries.
• You may withdraw your consent to data collection or processing at any time, with effect for the future.
• You have the right to lodge a complaint with the appropriate Canadian privacy authorities if you believe your data rights have been violated.

Cookie Usage

Our site uses cookies to enhance your experience, remember your preferences, and analyze how our services are used. You can manage your cookie settings at any time or learn more by reviewing our cookie policy.

Read our cookie policy Read our cookie policy

Contact Information

Questions about your privacy or personal data? Reach out to us anytime by phone, email, or our secure contact form. We are committed to transparency and respectful communication in every interaction.

Policy Updates

Our privacy practices are reviewed regularly and may be updated as laws or technology change. Updates will be posted here, and we encourage you to review this policy periodically.